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Trust Case Manager
Job Description
Responsible for providing customer service and support to settlement planners, investment advisors, broker dealers, and other third parties, including attorneys and prospective trust beneficiaries and clients, in compliance with laws, regulations and policies and procedures applicable to the Company.
Role Responsibilities
- Effectively manage trust onboarding process for new trust and trust transfer opportunities including but not limited to preparation, gathering, and review of all necessary documents and signatures to complete the Trust account opening, acceptance and installation process
- Respond to referrals from the Business Development Team and follow up on service requests.
- Responsible for complete front-end set-up of new accounts, including in the trust accounting & CRM systems, before transferring trusts to trust officers
- Prepare appropriate presentations for Trust Committee review, as necessary
- Assist in the development and review of intake procedures and checklists
- Partner and collaborate with Business Development and Trust Administration teams, settlement planners, financial advisors, broker dealers and other third parties including attorneys to ensure a smooth client transition
Job Requirements
- 2+ years of technical expertise in the area of trust administration and client relations.
- Undergraduate degree/paralegal certificate preferred.
- Some travel required for business development opportunities.
- Spanish speaking is a plus.
- Trust and estate or financial background.
- Strong communication skills are a must!
Meet Your Recruiter
Nicole Mortell, CPC
Partner, Vice President of Sales
Nicole earned her Bachelor of Arts from UW-Oshkosh and began her staffing career shortly after graduation. Quickly, Nicole found her passion rising to top producer year after year and from there in 2006 she became one of the founding Partners of AllianceStaff. Today as Partner and VP of Sales and Marketing, she remains on the front lines of recruitment and client management, while simultaneously fostering the growth of AllianceStaff by identifying key business development opportunities and training team members to develop their own desks. Nicole partners with companies across a wide range of industries to understand their hiring needs and to help them build the best possible teams. She has been recruiting in Milwaukee for over 15 years and has developed a unique insight into the hiring needs of the local market. She creates strong business relationships, many of which turn into long-term friendships, attesting to the loyalty she has with her clients and candidates. She listens. She asks questions. And she understands that a great talent match never needs to be sold. Nicole intuitively knows when she’s found the right match, and her long track record of successful placements proves her skill.
In her free time you can find Nicole on the soccer field watching her twin boys play in rain, sleet or snow (true soccer mom!!), staying on top of fitness trends, checking out a new restaurant with her girlfriends, traveling with her husband Tom or snuggling with her baby girl Mariah (Australian miniature Labradoodle.)